Finding Customers

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• Ways To Find Clients Start
• How To Obtain Clients Start

  Explaining Insurance

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• 4 Types Of Insurance Start
• Types of Term Insurance Start
• Term vs. Permanent Insurance Start
• Basics Of Life Insurance: Term & GUL (91:12) Start

  Indexed Universal Life (IUL)

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• IUL Training Start
• Two Buckets IUL Presentation Start
• Kid IULs for College Planning (55:11) Start
• Kid IULs: Million Dollar Baby Plans & College Savings Plans (10-28-23) (109:34) Start
• Participation vs Caps (09-16-23) (76:40) Start

  Mortgage Protection Insurance (MPI)

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• Mortgage Protection Start
• Mortgage Protection Part 2 (02-13-2023) (103:39) Start
• Mortgage Protection with Kansas City Life Start

  Final Expense

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• Final Expense, Explained Start
• Final Expense Scripts Start
• Basics of a Final Expense Meeting Presentation Start
• Final Expense Role Play Clinic Start

  Life Settlements

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• Life Settlements Start

  Life Insurance Policy Replacements

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• Comparing In Force Ledgers Start

  Case Designing

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• Running Illustrations (02-21-2023) (79:18) Start
• Creating IUL Illustrations w/ Allianz Start
• Creating IUL Illustrations w/ North American Start
• Creating F & G Pathsetter IUL Illustrations Start
• Symetra Illustration Design (02-24-2023) (34:05) Start
• High Net Worth Case Design Start
• Silac & Allianz Case Designing (03-28-23) (56:29) Start

  Underwriting

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• Underwriting 101 Start

  Conceptual Presentations

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• 3 Squares Presentation | Why Insurance Companies Are The Top of The Financial Food Chain (7:36) Start

  Carrier-Specific Training

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• F & G Training 08-08-2023 (94:26) Start

  Napkin Presentations

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• 2 Buckets Presentation (09-12-2023) (88:43) Start